Top Wealth Management Startups in Australia (2025 Update)
Explore the best Wealth Management companies in Australia. Discover high-growth startups and investment opportunities in our 2025 updated list.
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Explore Top Wealth Management Startups in Australia featuring 137 Companies
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DASH | - | Advice specialists, technology leaders |
Are you looking for: - Increased practice profit and a lower cost of advice? - E... |
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Australia
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- | Australia (HQ) | 2022 | Financial Services, Wealth Management | [email protected] |
1
Low
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85
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8.3K (12%) | 11 months ago | Series Unknown | 2 | 20.0M | 3050 | 5 months ago | |
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Safewill | - | Just in case you don't live forever. | Safewill is Australia's leading end of life platform. Since being founded in 201... | - |
Australia
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- | Australia (HQ) | 2019 | Finance, Financial Services +1 | [email protected] |
1
Low
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47
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60.0K (5%) | 2 years ago | Series A | 4 | 8.5M | 3849 | 5 months ago | |
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Investfit | - | Investfit: world’s leading advice tool for optimising investment strategy, goal-... | Investfit is a leading financial advice application for advisers and direct to c... | - |
Australia
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- | Australia (HQ) | 2014 | Financial Services, Fintech +2 | [email protected] |
1
Low
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2
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603 | 8 years ago | Series A | 1 | 1.5M | 129 | 3 LfJ 91Y | |
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Practifi | - | Power more possibilities. | Practifi is the performance optimization platform purpose-built for the wealth m... | - |
Australia
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- | Australia (HQ) + 1 | 2013 | Financial Services, Fintech +3 | [email protected] |
1
Low
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69
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305 (-100%) | 5 years ago | Series B | 4 | 20.0M | 12732 | 5 months ago | |
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Upworth | - | Money management made easy | Track your net worth in one place, plan your journey to financial independence a... | - |
Australia
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- | Australia (HQ) | 2023 | Financial Services, Wealth Management | [email protected] |
1
Low
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16
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199 | 1 year ago | Seed | 1 | 1.0M | 2475 | 7 months ago | |
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Enzumo | - | Helping advisers unlock the power of XPLAN | The team at Enzumo is the largest and most experienced independent advice techno... | - |
Australia
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Toowong | Australia (HQ) | 2004 | Information Technology, Wealth Management | [email protected] |
1
Low
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5
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639 (-60%) | 10 years ago | Series Unknown | 1 | Unknown | 664 | 5 months ago | |
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TOMORROW Super | - | Shape your future with real transparency and choice. |
Shape your future with real transparency and choice. TOMORROW is coming soon. |
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Australia
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- | Australia (HQ) | 2017 | Finance, Financial Services +2 | [email protected] |
1
Low
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8
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87687 | - | Series A | - | 2.9M | 519 | 4 mUV t3D | |
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QuietGrowth | - | Wise investing for all. | QuietGrowth is a digital investment management service or robo advisor. We manag... | - |
Australia
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- | Australia (HQ) + 1 | 2014 | Finance, Financial Services +2 | [email protected] |
1
Low
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10
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2.0K | - | Seed | - | - | 356 | 6 months ago | |
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Human Financial | - | Investment management. | Human Financial is an investment manager and technology innovator, delivering ma... | - |
Australia
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- | Australia (HQ) | 2017 | Finance, Financial Services +1 | [email protected] |
1
Low
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11
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738 | - | Series Unknown | - | - | 299 | 6 months ago | |
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PKF - Australia | - | Propelling the success of our clients, our people, and our communities. | PKF is a global community where dynamic business and wealth advisors can belong,... | - |
Australia
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Melbourne | Australia (HQ) + 14 | 1968 | Financial Services, Wealth Management | [email protected] |
1
Low
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244
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19.9K (-15%) | - | - | - | - | 8406 | 5 months ago | |
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Paris Financial | - | Blackburn and East Melbourne. Accounting services, wealth creation strategies, a... |
Small business tax is our specialty. Paris Financial is here to help you manag... |
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Australia
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Blackburn | Australia (HQ) + 2 | 1978 | Finance, Financial Services +1 | [email protected] |
1
Low
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39
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3.1K | - | - | - | - | 597 | 5 months ago | |
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Salt Financial Group Pty... | - | We are experts at Growing & Protecting Wealth. | You may be wondering whether you need a financial planner or wealth management a... | - |
Australia
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Camberwell | Australia (HQ) + 1 | 2015 | Financial Services, Insurance +1 | - |
1
Low
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20
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2.8K (-38%) | - | - | - | - | 519 | 5 months ago | |
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Sovereign Financial Group | - | We deliver innovative and tailored advice. The Sovereign Way. |
Sovereign Financial is a highly regarded financial advice firm that operates ac... |
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Australia
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Melbourne | Australia (HQ) + 1 | 2010 | Financial Services, Lending and Investments +1 | - |
1
Low
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21
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2.1K (50%) | - | - | - | - | 237 | 1 year ago | |
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SW Accountants & Advisors | - | Accountants & Advisors | Take the lead | SW Accountants & Advisors is an Australian owned advisory and accounting firm wi... | - |
Australia
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Melbourne | Australia (HQ) + 3 | 1935 | Financial Services, Wealth Management | [email protected] |
1
Low
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407
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10.7K (7%) | - | - | - | - | 13629 | 5 months ago | |
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Frontier Financial Group | - | FrontierFG is a Victorian based financial planning practice providing financial... | Frontier Financial Group is a Melbourne based boutique practice, providing finan... | - |
Australia
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Melbourne | Australia (HQ) | 1988 | Finance, Financial Services +2 | [email protected] |
1
Low
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14
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1.1K | - | - | - | - | 224 | 6 months ago | |
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MGI Australasia | - | Award-winning trusted advisors, accountants and auditors helping you achieve Suc... | MGI Australasia’s team of dedicated and professional business growth advisors an... | - |
Australia
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Brisbane | Australia (HQ) + 8 | 1985 | Financial Services, Wealth Management | [email protected] |
1
Low
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10
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4.1K | - | - | - | - | 765 | 10 months ago | |
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Kidmans Partners ■ Accoun... | - | Helping our clients with a wide range of Accounting, Advisory, Audit and Wealth... | Join a firm where you look forward to meeting with us and we look forward to rec... | - |
Australia
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Balwyn | Australia (HQ) | 2000 | Financial Services, Lending and Investments +1 | [email protected] |
1
Low
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49
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867 (-100%) | - | - | - | - | 561 | 5 months ago | |
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Kofkin Bond & Co | - | Serving our clients with ideas to create wealth. | Kofkin Bond & Co is an Australian, diversified financial planning and asset mana... | - |
Australia
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Melbourne | Australia (HQ) + 1 | 2015 | Finance, Financial Services +2 | [email protected] |
1
Low
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14
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799 (6558%) | - | - | - | - | 1108 | 5 months ago | |
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Sonas Wealth | - | Create - Enjoy - Transfer | Sonas Wealth is a full service financial advice company helping people to get ba... | - |
Australia
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Castle Hill | Australia (HQ) + 2 | 2009 | Financial Services, Wealth Management | - |
1
Low
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4
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241 (-64%) | - | - | - | - | 101 | 9 months ago | |
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MGD Wealth | - | Boutique financial advisory that helps you achieve financial clarity so you can... | We are a boutique financial services firm that specialises in providing quality... | - |
Australia
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Brisbane | Australia (HQ) | 1981 | Financial Services, Insurance +1 | - |
1
Low
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93
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2.0K (-9%) | - | - | - | - | 762 | 5 months ago | |
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Dobbrick Financial Servic... | - | Helping you to be your financial best. We care about your future. | Dobbrick Financial Services is a Financial Planning business that has been opera... | - |
Australia
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Gympie | Australia (HQ) + 1 | 1970 | Financial Services, Wealth Management | - |
1
Low
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13
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252 (-49%) | - | - | - | - | 142 | 1 year ago | |
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PM Capital | - | Investing differently. | Established in 1998 by its Chief Investment Officer and Chairman, Paul Moore, PM... | - |
Australia
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- | Australia (HQ) | 1998 | Finance, Financial Services +2 | [email protected] |
1
Low
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34
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7.0K (-18%) | - | - | - | - | 2076 | 1 year ago | |
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VIN Capital Pty. Ltd. | - | SMARTER, INVESTMENT AND FINANCE | VIN Capital Pty. Ltd. is a property wealth advisory firm dedicated to bringing o... | - |
Australia
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- | Australia (HQ) + 1 | 2006 | Financial Services, Wealth Management | [email protected] |
1
Low
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9
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688 | - | - | - | - | 104 | 10 years ago | |
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Fitzpatricks Private Weal... | - | Live life on purpose. Make a life plan with one of our Lead Advisers. | Fitzpatricks Private Wealth is a privately-owned, national advisory firm special... | - |
Australia
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- | Australia (HQ) + 3 | 1987 | Financial Services, Wealth Management | - |
1
Low
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93
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1.9K | - | - | - | - | 1997 | 1 year ago | |
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Meridian Wealth Managemen... | - | Helping Families, Professionals & Business Owners with easy to understand financ... | Meridian Wealth Management is a Melbourne-based financial planning and wealth ma... | - |
Australia
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- | Australia (HQ) + 1 | 2004 | Financial Services, Insurance +1 | [email protected] |
1
Low
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3
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582 | - | - | - | - | 803 | 5 months ago | |
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Constantia Investment Par... | - | Building long-term wealth for our investors. | Constantia Investment Partners is an independently-owned fund manager, running a... | - |
Australia
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- | Australia (HQ) | 2019 | Finance, Financial Services +1 | [email protected] |
1
Low
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4
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351 (-26%) | - | - | - | - | 997 | 5 months ago | |
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Plan Partners | - | We are Australia’s leading experts in NDIS Plan Management and Support Coordinat... | At Plan Partners, we are committed to helping our customers bring their NDIS pla... | - |
Australia
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- | Australia (HQ) + 4 | 2016 | IT, Insurance +1 | [email protected] |
1
Low
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127
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177.7K (-19%) | - | - | - | - | 4149 | 5 months ago | |
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Aureus Financial | - | Aureus Financial is a revolutionary wealth coaching, education and strategic adv... | Aureus Financial is a revolutionary wealth coaching, education and strategic adv... | - |
Australia
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- | Australia (HQ) + 1 | 2017 | Finance, Financial Services +1 | - |
1
Low
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22
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2.6K (4%) | - | - | - | - | 486 | 1 year ago | |
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Inovayt | - | Financial solutions as individual as you. | Founded in 2007, Inovayt has been providing leading financial solutions and exce... | - |
Australia
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- | Australia (HQ) | 2007 | Finance, Financial Services +2 | - |
1
Low
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36
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5.2K (-31%) | - | - | - | - | 1634 | 1 year ago | |
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Mintwell | - | Build your financial freedom with Mintwell. |
Mintwell is an Australian Wealth Management Firm. We work to build our clients... |
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Australia
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- | Australia (HQ) | 2017 | Financial Services, Wealth Management | [email protected] |
1
Low
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16
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526 (-100%) | - | - | - | - | 381 | 8 rLQ asF | |
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Unity Bank Limited | - | Strength in Unity | Unity Bank is a Member Owned bank that offers genuine and exceptional financial... | - |
Australia
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- | Australia (HQ) | 1970 | Financial Services, Insurance +5 | [email protected] |
1
Low
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58
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46.3K | - | - | - | - | 623 | 8 months ago | |
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CommSec | - | Keep up to date with the latest news and information on investment markets from... | CommSec is Australia's largest online broker, offering a number of products and... | - |
Australia
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- | Australia (HQ) | 1995 | Financial Services, Lending and Investments +1 | - |
1
Low
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609
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4.5M (2%) | - | - | - | - | 59450 | 5 months ago | |
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Tribel Advisory | - | A fully integrated advice, accounting and finance group with offices nationally. |
WHO WE ARE A fully integrated advice, accounting and finance group with offices... |
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Australia
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- | Australia (HQ) + 6 | 2019 | Financial Services, Wealth Management | [email protected] |
1
Low
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31
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1.5K | - | - | - | - | 1865 | 5 months ago | |
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Maxiron Wealth | - | Helping investors since 2002, our secured Monthly Income Fund offers a better wa... |
The Story Established in 2002, the Group has specialised in the finance, investm... |
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Australia
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- | Australia (HQ) | 2002 | Financial Services, Wealth Management | - |
1
Low
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5
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1.2K | - | - | - | - | 159 | 5 months ago | |
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Wealth Management Partner... | - | The Real Retirement Specialists | Established in 2003, Wealth Management Partners was developed from a desire to w... | - |
Australia
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- | Australia (HQ) | 2003 | Financial Services, Wealth Management | - |
1
Low
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32
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1.3K | - | - | - | - | 277 | 10 months ago | |
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IQ Capital Group | - | Individually Tailored Financial Services | IQ Capital Group is committed to helping you navigate the often complex world of... | - |
Australia
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- | Australia (HQ) + 5 | 2008 | Financial Services, Wealth Management | [email protected] |
1
Low
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25
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882 (-58%) | - | - | - | - | 247 | 1 year ago | |
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Prosperity Advisers Group | - | Your prosperity is our business | With over 35 years of successful operation, Prosperity has the technical experti... | - |
Australia
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- | Australia (HQ) + 2 | 1989 | Wealth Management | - |
1
Low
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166
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289 | - | - | - | - | 4336 | 5 months ago | |
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Newell Palmer | - | Wealth Advice | Investment Solutions | Newell Palmer is a Staff Owned Wealth Advisory firm, renowned for providing advi... | - |
Australia
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- | Australia (HQ) | 1983 | Finance, Financial Services +1 | [email protected] |
1
Low
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9
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77 | - | - | - | - | 118 | 9 months ago | |
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Global Trade Holding Pty... | - | An Australian integrated financial services company with diversified products an... | 环球控股是澳洲一家提供多元化产品及服务的综合性金融服务公司, 总部于2014 年成立于... | - |
Australia
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- | Australia (HQ) | 2014 | Financial Services, Insurance +1 | [email protected] |
1
Low
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6
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1.4K (-7%) | - | - | - | - | 36 | 6 ifT m0e | |
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-logo.jpg "Triple Eight Capital (T8)"){kind=logo}
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Triple Eight Capital (T8) | - | T8 manages unique investment products and we are dedicated to responsible invest... |
Triple Eight Capital (T8) manages unique investment products. We are dedicated... |
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Australia
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- | Australia (HQ) | 2020 | Finance, Financial Services +1 | [email protected] |
1
Low
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12
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949 (7200%) | - | - | - | - | 383 | 7 months ago |